Portfolio BI
Taylor N. has extensive work experience in the financial industry, beginning in 1999 as a Floor Broker for Westminster. In 2004, Taylor N. moved to DME Securities as a NYSE Floor Broker/Sales Trader, and then to Battenkill Capital in 2006 in the same role. In 2008, Taylor N. became the Director of Sales at Horizon Cash Management, and then moved to Quantitative Brokers in 2012 to take on the same role. In 2016, Taylor N. joined Silexx Financial Systems as Business Development, and then in 2017, Taylor N. became the Director of Algorithmic Sale at Tethys Technology. Most recently, Taylor N. has been a Business Development Consultant at Portfolio BI since 2022, and a Consultant at ESGAUGE - ESG Intelligence & Analytics since 2022.
Taylor N. attended Adelphi University. Additionally, they have obtained certifications in Series 3 and Series 7.
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Portfolio BI
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LUX Fund Technology & Solutions (LUX FTS) is the company behind Transcend, the best-in-class data warehousing and reporting software solution for the financial services industry. Their founders are operations and technology veterans, experienced in both front- and back-office operations-- inside experience that gives us a unique understandingof what’s really needed and what’s most important to your business.Transcend deploys disruptive business technology systems that organizes and displays your data quickly, efficiently, and accurately. Transcend provides a secure and cost-effective solution to automate companywide processes. The SaaS-based automation technology platform is configurable by the end user, mobile friendly and it allows for concurrent access.Transcend serves as a firm’s portfolio intelligence dashboard, dynamic data warehouse and integration system. It is a solution designed specifically to meet the needs of the financial services industry. Whether it’s loading data, aggregation, automation and scalability, or other factors such as speed, transparency, reliability or value, Transcend is best at what matters most to your company.